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Trusts

A trust is a legal document that can help you control who receives your money and how they receive it. There are trusts for estate planning and also for specific circumstances, such as a special-needs trust that can help support a person with a disability without jeopardizing their government benefits.

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Tips for Managing Your Inheritance Wisely

Coming into an inheritance can mean a considerable change to your bank account. It is important to determine how to navigate your new-found wealth.

More on managing your inheritance

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